+238.0%
ONTO vs HBM
+349.4%
-111.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.1% | +6.5% |
| 7D | -1.0% | -6.4% | +5.3% | +1.6% |
| 30D | -2.9% | +5.9% | -8.8% | -5.2% |
| 3M | -2.5% | -8.9% | +6.4% | +0.8% |
| 6M | +28.2% | +10.7% | +17.5% | +21.8% |
| YTD | +69.8% | +38.3% | +31.5% | +47.0% |
| 1Y | +162.9% | +121.3% | +41.5% | +89.9% |
| 3Y | +95.9% | +450.6% | -354.6% | -0.3% |
| All | +238.0% | +349.4% | -111.4% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling